Van Truong's Location
Boston, MA, US
Van Truong's Work
- Financial Planning Director @ Morgan Stanley
- Sr. Wealth Planning Consultant @ Citizens
- Sr. Financial Planning Consultant @ LPL Financial
- Relationship Management Consultant - High and Utra-High Net Worth Family Office @ Wells Fargo
- Associate - Financial and Estate Planning @ Wells Fargo
- Senior Sales Tax Accountant @ The TJX Companies, Inc.
- Tax Advisor @ H&R Block
- Client Service Representative @ Avidia Bank
Van Truong's Education
- Boston University
CFP (Financial Planning)
2008 - 2010 - Clark University
MSF (Finance and Investment)
2002 - 2003 - Clark University
BA (Business Management)
2001 - 2002
- Quinsigamond Community College
A (Mathematics and English)
1999 - 2001
Van Truong's Skills
- Client Relationship Building
- Financial Planning
- Financial Advisory
- Investment Advisory
- Asset Allocation
- Financial Planners
- Income Tax
- Portfolio Management
- Financial Analysis
- Investments
Van Truong's Summary
Van Truong, based in Boston, MA, US, is currently a Financial Planning Director at Morgan Stanley, bringing experience from previous roles at Citizens Securities, Inc., LPL Financial and Wells Fargo. Van Truong holds a 2008 - 2010 CFP in Financial Planning @ Boston University. With a robust skill set that includes Client Relationship Building, Financial Planning, Financial Advisory, Investment Advisory, Asset Allocation and more, Van Truong contributes valuable insights to the industry. Van Truong has 2 emails and 1 mobile phone number on RocketReach.
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